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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,872 | $138,114-71.1% | $125,391-68.2% | $134,545-70.4% |
| Participation rate | 68.8% | 84.5%-15.7pp | 82.4%-13.6pp | 81.2%-12.5pp |
| Annual return | -20.00% | 750.88%-770.9pp | 572.41%-592.4pp | 418.37%-438.4pp |
| Employer contribution / active EE | $537 | $5,246-89.8% | $4,816-88.8% | $4,742-88.7% |
| Participant deferral / active EE | $7,121 | $7,801-8.7% | $7,448-4.4% | $6,401+11.2% |
| Admin fee / account holder | $172 | $11,570-98.5% | $10,009-98.3% | $11,431-98.5% |